Gregory Cecchini is a registered investment advisor at Primoris Wealth Advisors, LLC, based in North Palm Beach, FL, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 417 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable.
Fee Estimator
Location
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a 1099 part-time producer for RJ Battaglia Agency, occasionally referring business. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Primoris Wealth Advisors, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.